Universe · entity
Lionsbridge Wealth Management LLC
Institutional manager (13F) · CIK 1800533
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $97M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | $13M | 141,754 |
| 2 | JPMORGAN INCOME ETF | $7M | 143,245 |
| 3 | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $5M | 215,236 |
| 4 | QUANTA SVCS INC COM | $5M | 9,020 |
| 5 | JPMORGAN CORE PLUS BOND ETF | $4M | 77,617 |
| 6 | SPDR GOLD ETF | $3M | 7,008 |
| 7 | VANECK MORNINGSTAR WIDE MOAT ETF | $3M | 29,000 |
| 8 | ISHARES AGGREGATE BOND ETF | $2M | 24,786 |
| 9 | ISHARES S&P SMALLCAP 600 ETF | $2M | 19,161 |
| 10 | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $2M | 12,357 |
| 11 | S & P MID CAP 400 DEP RCPTS MID CAP | $2M | 3,827 |
| 12 | SPDR DOW JONES INDUSTRIAL ETF | $2M | 5,074 |
| 13 | FINANCIAL SELECT SECTOR SPDR | $2M | 47,599 |
| 14 | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $2M | 58,242 |
| 15 | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $2M | 42,872 |
| 16 | CONOCOPHILLIPS COM | $2M | 16,701 |
| 17 | WISDOMTREE BIANCO TOTAL RETURN FUND | $2M | 85,387 |
| 18 | TERAWULF INC COM | $2M | 145,850 |
| 19 | MARKET VECTORS GOLD MINERS INDEX ETF | $2M | 21,629 |
| 20 | UTILITIES SELECT SECTOR SPDR | $2M | 38,928 |
| 21 | APPLE INC | $2M | 6,868 |
| 22 | SPDR S&P 500 ETF | $2M | 2,669 |
| 23 | iShares MSCI USA Quality Factor ETF | $2M | 8,643 |
| 24 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $2M | 17,780 |
| 25 | JPMORGAN CHASE & CO COM | $2M | 5,294 |
| 26 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1M | 25,295 |
| 27 | MICROSOFT | $1M | 3,578 |
| 28 | VANECK IG FLOATING RATE ETF | $1M | 49,645 |
| 29 | PROSHARES TR SHORT S&P 500 PROSHARES | $1M | 31,109 |
| 30 | VANGUARD EXTENDED MARKET ETF | $1M | 5,690 |
| 31 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1M | 3,157 |
| 32 | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $1M | 21,069 |
| 33 | GOOGLE INC | $1M | 3,703 |
| 34 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1M | 40,095 |
| 35 | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1M | 20,126 |
| 36 | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1M | 15,665 |
| 37 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $852k | 11,051 |
| 38 | JPMORGAN EQUITY PREMIUM INCOME ETF | $757k | 13,353 |
| 39 | TEXAS PACIFIC LAND CORPORATION COM | $731k | 1,540 |
| 40 | ISHARES MSCI EMERGING MARKETS ETF | $692k | 12,187 |
| 41 | PACER US CASH COWS 100 ETF | $619k | 9,892 |
| 42 | INVESCO ULTRA SHORT DURATION ETF | $618k | 12,325 |
| 43 | GOLDMAN SACHS ULTRA SHORT BOND ETF | $602k | 11,908 |
| 44 | JPMORGAN ULTRA-SHORT INCOME ETF | $585k | 11,556 |
| 45 | VANECK URANIUM AND NUCLEAR ETF | $404k | 3,034 |
| 46 | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $398k | 9,385 |
| 47 | EQT CORP COM | $394k | 6,196 |
| 48 | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $367k | 4,961 |
| 49 | VANECK HIGH YIELD MUNI ETF | $361k | 7,190 |
| 50 | IREN LIMITED ORDINARY SHARES | $345k | 10,070 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.